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Manage Clients and Prospects

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Manage Clients and Prospects (11)

Prospects and clients, contacts, rates, portal access, preferred and do-not-return lists, incidents and your sales pipeline. In NextCrew: CRM.

Manage Clients: Start Here

Modified on Sat, 26 Sep at 11:12 PM
Adding a New Client: Step-by-Step Guide

Modified on Sun, 27 Sep at 9:25 AM
Managing and Adding Client Contacts in NextCrew CRM

Modified on Sat, 26 Sep at 11:12 PM
How to Configure Client Rate Tables in NextCrew

Modified on Sat, 26 Sep at 11:11 PM
Set Up Parent & Child Clients

Modified on Sat, 26 Sep at 11:12 PM
Allow your clients to access the self-service portal

Modified on Sat, 26 Sep at 11:12 PM
Orient New Clients with Technology

Modified on Sat, 26 Sep at 11:12 PM
How to Track Preferred and Not Preferred (DNR) Crew for a Client

Modified on Sat, 26 Sep at 11:12 PM
How to Record a Client Incident

Modified on Sat, 26 Sep at 11:12 PM
Track and Manage Prospects

Modified on Sun, 27 Sep at 9:24 AM

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